BOK Financial
BOKF
199 hedge funds and large institutions have $2.47B invested in BOK Financial in 2022 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 59 increasing their positions, 67 reducing their positions, and 16 closing their positions.
357% more call options, than puts
Call options by funds: $3.43M | Put options by funds: $751K
75% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 16
5% more funds holding
Funds holding: 189 → 199 (+10)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.26% less ownership
Funds ownership: 38.82% → 38.56% (-0.26%)
12% less repeat investments, than reductions
Existing positions increased: 59 | Existing positions reduced: 67
12% less capital invested
Capital invested by funds: $2.81B → $2.47B (-$339M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$34.4M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$8.11M |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
+$4.6M |
| 4 |
NRCM
North Reef Capital Management
Laguna Beach,
California
|
+$2.81M |
| 5 |
Verition Fund Management
Greenwich,
Connecticut
|
+$2.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WHG
Westwood Holdings Group
Dallas,
Texas
|
-$18.3M |
| 2 |
BNP Paribas Asset Management
Paris,
France
|
-$13.5M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$10.2M |
| 4 |
Diamond Hill Capital Management
Columbus,
Ohio
|
-$10.2M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$9.47M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Mackenzie Financial
Toronto Ontario,
Ontario, Canada
| – | -$833K | -7,900 | Closed |
|
|
PP
202
Paloma Partners
Greenwich,
Connecticut
| – | -$733K | -6,952 | Closed |
|
|
AA
203
ALPS Advisors
Denver,
Colorado
| – | -$465K | -4,408 | Closed |
|
|
OLA
204
Oliver Luxxe Assets
Gladstone,
New Jersey
| – | -$347K | -3,287 | Closed |
|
|
PL
205
Pluribus Labs
Mill Valley,
California
| – | -$279K | -2,647 | Closed |
|
|
FFM
206
Forum Financial Management
Lombard,
Illinois
| – | -$217K | -2,055 | Closed |
|
|
QCM
207
Quantinno Capital Management
New York
| – | -$215K | -2,034 | Closed |
|
|
SWA
208
SFMG Wealth Advisors
Plano,
Texas
| – | -$208K | -1,969 | Closed |
|
209
Schroder Investment Management Group
London,
United Kingdom
| – | -$196K | -1,855 | Closed |
|
|
MLICM
210
Metropolitan Life Insurance Company (MetLife)
New York
| – | -$63.4K | -601 | Closed |
|
|
EBA
211
Eagle Bay Advisors
New York
| – | -$1K | -1 | Closed |
|
|
SIC
212
SJS Investment Consulting
Sylvania,
Ohio
| – | +$310 | +3 | New |
|
|
T
213
TCWP
Beachwood,
Ohio
| – | +$413 | +4 | New |
|
BOKF Hedge Fund Activity: Q1 2022 in Review
199 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in BOK Financial (BOKF) for Q1 2022, worth a combined $2.47B — down 12% from $2.81B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new BOKF positions and 16 closed out — a net gain of 12 holders — while 59 added to existing stakes and 67 trimmed.
The largest buyer was State Street, adding an estimated $34.4M. The largest seller was Westwood Holdings Group, cutting an estimated $18.3M.
- 199 institutional investors held BOK Financial (BOKF) as of Q1 2022, up from 189 in Q4 2021.
- Funds reported $2.47B of BOK Financial stock for Q1 2022, down 12% quarter-over-quarter.
- 28 funds opened new BOK Financial positions in Q1 2022 and 16 closed out, a net change of +12 holders.
- The largest BOK Financial buyer in Q1 2022 was State Street, an estimated $34.4M added.
- The largest BOK Financial seller in Q1 2022 was Westwood Holdings Group, an estimated $18.3M sold.
Based on aggregated 13F filings for Q1 2022.